nthfuture

SEC & CFTC
🔍 Next week, the SEC and CFTC will jointly appear at a public event on cryptocurrency regulation.
This is a signal that the approach is gradually shifting from competition to 'harmonization'.
🧩 From an analytical perspective, this collaboration can help reduce overlap and increase clarity for the market.
Previously ambiguous areas like spot, DeFi, or tokenized assets now have a basis for more consistent recognition.

BTC
Bitcoin had quite a tense night during Asian trading hours. The price slid down to around 87,000 and then quickly rebounded to near 90,000, right after Mr. Trump softened his tone regarding the tariff story at Davos. Previously, the market was under pressure from risk-off sentiment, rising bond yields, and weak stocks. As the rhetoric was softened, the overall picture became less grim, and crypto also rebounded in sync.
Looking at it broadly, this shows that crypto is still quite sensitive to macro headlines. Bitcoin is often referred to as a safe-haven asset, but during times of instability, it still trades like a risk asset. Altcoins have rebounded but are quite cautious; it feels more stable rather than entering a new phase of excitement. Personally, I will watch to see if Bitcoin can hold the 90,000 level. If it can, the narrative may become more manageable; if not, these kinds of fluctuations may still persist.

@NTH Future $BTC

BTC
📊 Bitcoin ($BTC ) around 92,600 USD, down ~2.5% in 24h. The market in January is more volatile as macroeconomic and geopolitical factors put pressure.
💬 Technical signal:
The price is still below the 365-day MA (~101,000 USD), the rebound momentum is not convincing.
📈 On-chain & cycle:
BTC is increasing on the exchange, mainly from medium and large holders → distribution signal. Compared to previous cycles, the current adjustment is still mild.

@NTH Future

Japan
📊 The Financial Services Agency of Japan (FSA) has just announced two major steps to reshape the domestic crypto market: testing stablecoins with major banks and tightening oversight on crypto lending + IEO.
💬 Key highlights:
The FSA launches the Payment Innovation Project (PIP), collaborating with leading banks such as Mizuho, MUFG, and SMBC to test the issuance of stablecoins in a regulated environment. The goal is to assess operational capabilities, compliance, and the legal framework before widespread deployment.

@NTH Future

BTC
📊 The Steak ’n Shake restaurant chain has just purchased 10 million USD worth of Bitcoin, turning revenue from burger sales into the company's crypto reserve. This is the next step in the 'Bitcoin-to-Burger' campaign.
💬 Context:
From 05/2025, Steak ’n Shake will accept payments in $BTC and accumulate Bitcoin directly from business cash flow. The model is described as self-operating: revenue increases → BTC accumulation → financial strengthening → continued improvement in product quality.

@NTH Future

Solana
📊 Solana price ($SOL ) is fluctuating around 144 USD, maintaining an upward trend since the beginning of the month but has formed a rising wedge pattern — which often appears before correction phases.
💬 On-chain context:
The number of new addresses on Solana has surged, at times exceeding 8 million addresses in 24 hours, indicating that retail capital flows and the level of ecosystem usage remain very high thanks to DeFi, memecoins, and large transaction processing apps.

@NTH Future

📊 Mr. Trump plans to promote emergency energy auctions, asking tech companies to fund the construction of new power plants to cool down electricity prices in the U.S.
💬 Context:
Electricity demand is surging due to AI and data centers, pushing residential electricity prices up more than 10% in 2025. AI is ready to pay high prices and sign long-term contracts, causing Bitcoin miners to gradually lose their advantage of cheap electricity.
📈 Impact on $BTC: